What the accountant can and cannot do in VAT

Steps

1. 1

   Select Setup, then VAT Config

   In Tax Intelligence select Setup and then the VAT Config tab. The accountant can read the filing frequency, the tax registration number, the registration date and the Emirate. Beside Save frequency the screen says Needs the Tax, Approve permission, and the bar at the bottom says Needs the Tax, Configure permission. Both save buttons are greyed out. The Approving AI classifications box above the settings is greyed out for him as well: changing it needs the tax configuration permission.

   • Select Setup
   • Select VAT Config
2. 2

   Select the Access tab

   Select the Access tab. The accountant sees one sentence: only people who administer access can see who holds which rights here. The administrator's lesson showed the full view.

   • Select Access
3. 3

   Select Work, then Add Transaction

   Now something the accountant can do. Select Work, then Add Transaction. You will enter a small purchase dated in October 2026, in the open fourth quarter.

   • Select Work
   • Select Add Transaction
4. 4

   Choose Expense and enter the amount and the date

   In Type choose Expense. In Amount type 950. In Date enter 7 October 2026.

   • Select Type
   • Choose Expense
   • Type AED 0.00: 950
   • Type Date *: 2026-10-07
5. 5

   Type the description, the supplier and the invoice number

   In Description type Printer paper and toner for the head office. In Vendor or Customer type Qalam Office Supplies LLC, and in Invoice Number type QOS-7781.

   • Type Description *: Printer paper and toner for the head office
   • Type Vendor/Customer: Qalam Office Supplies LLC
   • Type Invoice Number: QOS-7781
6. 6

   Select Add Transaction to save

   Select Add Transaction at the bottom of the form. A message confirms Transaction added.

   • Select Add Transaction

   

7. 7

   Select the bin on the new row

   Suppose that purchase belongs to the other entity and was entered here by mistake. Hide the menu, find the row and select the bin at its end. A window asks you to confirm, and warns that this action cannot be undone.

   • Select Hide navigation
   • Select Delete transaction
8. 8

   Select Delete

   Select Delete. The row disappears from the list. The accountant can delete a transaction in a period that is still open.

   • Select Delete
9. 9

   Look at a transaction of the filed quarter

   Scroll the list sideways. The rows of the filed third quarter are different: each carries a VAT lock, and its pencil and bin are greyed out. Nobody can edit or delete them, whatever their role.

10. 10

    Open Voluntary Disclosures

    Select More and then Voluntary Disclosures. The accountant can read the list, including the draft the compliance officer created, but the note says that creating and submitting disclosures requires admin or compliance officer access, and there is no form.

11. 11

    Open VAT Group Return

    Go back, select More and then VAT Group Return. The page says Needs the Tax groups, View permission. Group returns are for the people who manage tax groups. Manage VAT groups, at the top, leads to the organisation settings, which are for administrators.

12. 12

    Remember where filing stops for the accountant

    Select the Dock navigation icon at the top left to bring the menu back, and choose Filing Tracker. The accountant can see every deadline and its status, and can follow File the return to the VAT Return tab and compute a return. There, Submit and Lock is greyed out for him, as you saw when the return was prepared: filing needs the right to approve returns.

    • Select Dock navigation
    • Select Filing Tracker